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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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207 results found

  1. It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.

    8 votes

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  2. 2 votes

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  3. Client would like the ability to add multiple branding settings, (like logos), for one workspace.

    16 votes

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  4. 1 vote

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  5. It would be great if admin user had access to a dashboard for their overall organization without jumping from workspace to workspace.

    28 votes

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  6. SugarCRM two-way sync

    2 votes

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  7. If the account has custom roles- make it appear as default when a new user is invited.

    Allow Member Role to be a default role when inviting new users.

    9 votes

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  8. If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF

    1 vote

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  9. detect when a new user is added which consumes a license

    2 votes

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  10. Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    31 votes

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  11. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    3 votes

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  12. 2 votes

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  13. CC recipients on sent documents and have the option to be notified on the status change.

    7 votes

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  14. 1 vote

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  15. custom role member should be able send the document without needing to edit it

    2 votes

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  16. Option to create a role that gives a user access to the documents of specific users only, not to the documents of all users within the workspace as for ex. it works for Manager role

    7 votes

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  17. 1 vote

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  18. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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  19. Export sections of a document instead of the whole document

    4 votes

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  20. Sub list in table similiar to the text box

    exmaple
    1.
    1.
    2.
    3.

    1.
    2.

    3 votes

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